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Associate Advisor Jobs in Tennessee (NOW HIRING)

TekSky

Associate Financial Advisor

Knoxville, TN · On-site

Experience: 3-5 years in paraplanning, associate advisor, or wealth management ops * Technical: Experience with financial planning software (we use RightCapital - easy to learn if you've worked with ...

First Horizon Bank

Financial Advisor

Cordova, TN · On-site

Monday - Friday 9-5 Summary As a Financial Advisor, you will be responsible for developing client ... clients, communities and associates unlock their full potential with capital and counsel.

SmartBank

Financial Advisor

Franklin, TN · On-site

This unique combination allows advisors to deliver comprehensive financial guidance while ... Collaborate with SmartBank associates to identify opportunities to serve clients through holistic ...

TIAA

Wealth Advisor

Nashville, TN · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Walker Automotive,Inc

Service Advisor

Clarksville, TN · On-site

$60K - $120K/yr

Experience: 3-5 years in high-level service advisory/sales OR an Associate's Degree with proven ... Position: Automotive Client Advisor (Elite Service Advisor) Company: Walker Automotive Inc.

Camping World Holdings, Inc.

Service Advisor

Louisville, TN · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Camping World

Service Advisor

Louisville, TN · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Camping World

Service Advisor

Jackson, TN · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Camping World Holdings, Inc.

Service Advisor

Nashville, TN · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Camping World

Service Advisor

Murfreesboro, TN · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Camping World

Service Advisor

Nashville, TN · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Tennessee

Associate Advisor information

See Tennessee salary details

$10

$23

$41

How much do associate advisor jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for associate advisor in Tennessee is $23.54, according to ZipRecruiter salary data. Most workers in this role earn between $16.78 and $27.07 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Tennessee? The most popular types of Advisor jobs in Tennessee are:
What are popular job titles related to Associate Advisor jobs in Tennessee? For Associate Advisor jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Tennessee look for? The top searched job categories for Associate Advisor jobs in Tennessee are:
What cities in Tennessee are hiring for Associate Advisor jobs? Cities in Tennessee with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Tennessee as of July 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $48,958 per year, or $23.5 per hour.

Associate Financial Advisor

TekSky

Knoxville, TN • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

What You'll Own Day-to-Day
1. Wealth Management Operations & Client Service
  • Handle account opening, transfers, and pending applications
  • Field client service calls: distributions, statements, account questions, etc.
  • Handle day-to-day account maintenance, including money movement, rebalancing, tax-loss harvesting, etc.
  • Maintain clean records in CRM and compliance systems

2. Financial Plan Production
  • Build complete financial plans from discovery data using RightCapital and other tools, which you'll combine into a proprietary Retirement Blueprint deliverable
  • Document and refine workflows as you master them so the process can be scaled and delegated over time
  • Prep lead advisors on plan details and specific recommendations
  • Join plan delivery meetings as the technical expert to explain recommendations

About You
  • Licensing: Series 7 and 66, or ability to obtain within 90 days
  • Credentials: CFP® preferred; CFP/ChFC in-progress with <18 months to completion considered
  • Experience: 3-5 years in paraplanning, associate advisor, or wealth management ops
  • Technical: Experience with financial planning software (we use RightCapital - easy to learn if you've worked with similar tools)
  • Knowledge: Retirement income planning, tax-aware withdrawals, Social Security, portfolio construction

You'll thrive here if you:
  • Like being the expert behind the scenes more than chasing a sales quota
  • Are comfortable talking to clients - answering questions and explaining strategies, even if you're not closing deals
  • Document processes, improve them, and don't need to be chased for follow-through
  • Want zero cold-calling, seminar travel, or sales quotas, and prefer to win by doing exceptional planning and service

Apply